Global Clients, Global Portfolios
Research commentary published April 2013 – September 2017
7 entries · July 3, 2014 to July 25, 2014
July 25, 2014 · by James C · Filed under Weekly Chart Book
Please use the link below to access this week’s Global Market Update. Best Regards, James disclosure: The opinions expressed in this Weekly Chart Book report are those of the author. The materials and commentary are strictly informational and should be…
July 21, 2014 · by James C · Filed under Highlights
Weakness in Russian equities, FX, and Fixed Income is likely to persist in the near to medium-term as more sanctions are likely to follow last week’s US-EU coordinated increase in pressure on Putin and Russian leadership. Russia is a HOLD…
July 18, 2014 · by James C · Filed under Weekly Chart Book
Credit instruments, like high yield bonds, are positively correlated to equities. Until late June of 2014, the iShares iBoxx USD High Yield Corporate Bond ETF: HYG tracked the trend of the S&P 500 in both slope and duration. Since June,…
July 11, 2014 · by James C · Filed under Weekly Chart Book
A key chart to monitor in the weekly is chart 36, “Germany: Eco Outlook, Industrial Production & PMI”. German economic data continues to decelerate from levels of growth seen last year. This is likely to weigh on euro-area growth. When…
July 9, 2014 · by David A · Filed under Monthly Portfolio Notes
Heading into July, we think that the 4 countries listed below warrant extra focus. Our complete list of country rankings can be 3 Points to set the Global Landscape For the first time in over 20 years, the range of…
July 9, 2014 · by James C · Filed under Highlights
A Powerful Relative Monetary Policy Advantage with Attractive Valuations, Fundamentals and Momentum What Happened in H1 2014? One of the most popular investment themes coming into 2014 was Hedged Japanese Equity (owning Japanese equities while simultaneously hedging out the risk…
July 3, 2014 · by Brad J · Filed under Big Picture View, News and Events
The Accuvest Team invites you to download our Big Picture View for the 2nd half of 2014. In the pages of our Outlook, we will provide some insight as to why the 1st half of 2014 played out the way…